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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,116 | $69,118-65.1% | $53,647-55.0% | $138,895-82.6% |
| Participation rate | 40.0% | 64.0%-24.0pp | 56.3%-16.3pp | 79.9%-39.9pp |
| Annual return | 22.59% | 248.26%-225.7pp | 358.33%-335.7pp | 145.39%-122.8pp |
| Employer contribution / active EE | $356 | $1,189-70.1% | $962-63.0% | $4,194-91.5% |
| Participant deferral / active EE | $3,695 | $2,274+62.5% | $1,813+103.8% | $6,396-42.2% |
| Admin fee / account holder | $3,084 | $2,724+13.2% | $2,460+25.4% | $12,562-75.4% |